Form 5500 Schedule G Financial Transaction Schedules - Sample

What Is Form 5500 Schedule G?

This is a legal form that was released by the U.S. Department of Labor - Employee Benefits Security Administration on April 13, 2022 and used country-wide. The document is a supplement to Form 5500, Annual Return/Report of Employee Benefit Plan - Sample. As of today, no separate filing guidelines for the form are provided by the issuing department.

FAQ

Q: What is Form 5500 Schedule G?
A: Form 5500 Schedule G is a financial transaction schedule that provides detailed information about certain financial transactions related to employee benefit plans.

Q: Who needs to file Form 5500 Schedule G?
A: Employers or plan administrators of employee benefit plans that meet certain criteria are required to file Form 5500 Schedule G.

Q: What information is included in Form 5500 Schedule G?
A: Form 5500 Schedule G includes information about certain transactions, such as loans, leases, investments, and other financial activities related to employee benefit plans.

Q: How often is Form 5500 Schedule G filed?
A: Form 5500 Schedule G is generally filed annually along with Form 5500, the Annual Return/Report of Employee Benefit Plan.

Q: Is Form 5500 Schedule G available to the public?
A: Yes, Form 5500 Schedule G is part of the public disclosure materials for employee benefit plans and is available for public inspection.